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Morningstar Investment Management’s Ziff Davis ZD Stock Holding History

Morningstar Investment Management’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-33,291
Closed -$1.17M – 373
2025
Q4 		$1.17M Buy
33,291
+116
+0.3% +$4.04K 0.07% 206
2025
Q3 		$1.26M Buy
+33,175
New +$1.16M 0.05% 317

Other funds holding ZD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morningstar Investment Management's ZD Position: Q1 2026 in Review

Morningstar Investment Management sold out of Ziff Davis (ZD) in Q1 2026, closing a stake of 33,291 shares — an estimated $1.17M sold.

Morningstar Investment Management first reported a position in ZD in Q3 2025 and held it in 2 quarters. The position peaked at $1.26M in Q3 2025. 274 funds tracked by Wall St. Rank hold ZD as of Q1 2026.

  • Morningstar Investment Management reported no remaining Ziff Davis position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 33,291 Ziff Davis shares in Q1 2026, an estimated $1.17M.
  • Morningstar Investment Management first reported a position in Ziff Davis in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Ziff Davis position peaked at $1.26M in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.